Digital Realty Trust is rated Buy due to its control over scarce powered-campus assets and a global platform that benefits from rising AI-driven data center demand. The company has a record $1.6 billion contracted rent backlog and strong preleasing activity, supporting an 11% core FFO-per-share growth forecast through 2026. Its development pipeline, power procurement strategies, and private capital partnerships underpin future growth, with an estimated fair value of $205 per share. Key risks include project delays, cost inflation, and slower FFO growth, but current backlog and renewal spreads provide visibility through 2027.
US equity markets fell modestly amid escalating Middle East conflicts affecting key energy routes, pushing Brent oil prices above $100. This surge in energy costs heightened inflation concerns and triggered a global bond selloff. Despite rising inter...
Digital Realty Trust reported strong Q2 2026 earnings, with funds from operations (FFO) of $2.13 per share, exceeding estimates by over 7.5%. Revenue reached $1.92 billion, nearly 16% above consensus and up significantly from the previous year. The g...
